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Financial Planning

Gold Coast wealth creation seminars stopped

The Supreme Court of Queensland has prohibited Jack Weavers and his company Oneworld Seminars (Oneworld) from rendering financial advice after finding he and his organisation were providing financial advice without holding an Australian financial services ...

Fiducian grows its funds under management

Fiducian Portfolio Services (Fiducian) has turned its financial performance around from a reporting trading loss in 2003 to recording a profit after income tax of $185,000 and announcing a 29.6 per cent rise in funds under management.

Go the Dow Dogs

A Citigroup product sembling the performance of the Dogs of the Dow has received an investment grade rating from ASSIRT Research.

Perpetual still a solid performer

Perpetual continue to be a good investment choice outperforming its benchmark by 4.50, 4.22 and 3.91 per cent per annum over three, five and seven years to 31 September 2004.

Aussie shares get protected with Perpetual

Perpetual Investments has launched a capital protected fund that is fully invested in Australian shares.

Australand securitises Freshwater project

Australand's securitisation of its residential apartment project Freshwater has moved forward after Standard & Poors's gave the notes to be issued for the scheme an A1 rating.

Adveq to expand European investment program

Swiss based funds investment manager Adveq is set to expand its European investment program with the launch of its third European fund of funds planned for the first quarter of 2005.

Macquarie Bank backs merger

Macquarie Bank (MBL) has declared its support for the merger between Macquarie Goodman Industrial Trust (MGI) and Macquarie Goodman Management Limited (MGM) expected to position the group for sustained growth in the Asia Pacific region and provide efficient ...

ASIC aids smarter investing

ASIC has released a booklet to help people make better financial decisions and avoid costly mistakes covering subjects such as initial investments, budgeting, managing loans and mortgages, and getting the most from superannuation.

ASIC clarifies breach notification requirements of AFSLs

Reporting breaches for Australian financial services licence (AFSL) holders should be easier after ASIC released guidelines of breach notification requirements including examples of breaches, what to include in a breach report and how to inform ASIC ...